Meet the team
Independently owned and run

Our Latest News

Market Commentary: Monthly Bulletin August 2026

September 4, 2026
After July’s wobble, confidence returned in August and almost every major market rose. Read more

Market Commentary: Monthly Bulletin July 2026

August 6, 2026
July brought a marked change of leadership. After spending much of the year in the shadow of racier overseas markets, the UK was the best performing major market, with the broad UK index (MSCI United Kingdom IMI) rising 3.95%. Read more

Market Commentary: Monthly Bulletin June 2026

July 2, 2026
June saw the start of the FIFA World Cup in Mexico, USA and Canada and the performance of major global equity indices have certainly followed a game of two halves (fortunately without hydration breaks!) falling in the first part of the month with a recovery in the second part of the month Read more

Market Commentary: Monthly Bulletin May 2026

June 2, 2026
May built on the recovery seen in April, with markets proving more resilient than many had expected despite ongoing geopolitical tensions, elevated energy prices and uncertainty over interest rates. Read more

Who do we work with?

Business owners

We know that managing your business and personal finances simultaneously can be challenging. Our advice harmonises both to ensure you achieve your goals.

 Read more

Senior executives

You work hard to achieve your career goals. We will work equally hard, on your behalf, to ensure you meet your short, medium, and long-term financial goals.

 Read more

Nearing retirement

We will help you make sense of your finances, putting a plan in place to meet your retirement goals, allowing you to leave your working life behind.

 Read more

“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”

Beverley Merrell
Partner BHW

“I have always found the quality of advice, technical knowledge and level of service is second to none. ”

Paul Clark
Managing Director, Westminster Building Company

“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”

James Burleigh
Managing Director, James Burleigh Furniture

“Boolers provided excellent advice when we needed it most.”

John Ikin
Partner, Fisher German

“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”

Jared Mitchell
Managing Director, Morecrofts

“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”

David & Heather Purdey